Global Emerging Markets

Nordea's Jorry Noddekaer is seeing an increasing number of investment opportunities in private Chinese companies, as the country's new leadership sparks a change in outlook.

In a year in which active management has struggled severely, Asia-focused funds have emerged as the only major equity grouping in which the average manager has beaten the benchmark.

Lazard Asset Management's Stephen Russell has pointed to off-benchmark positions as a driver of returns for his EM Core Equity fund as a growing number of global stocks turn to the developing world for revenue growth.

Emerging market debt

Fund boutique Alquity has launched a concentrated emerging market equity fund investing in stocks that meet its responsible investment criteria.

POLITICAL RISK

AFRICA AND OIL

‘I would like to see First State have greater success in fixed income in the UK’

‘The BRIC concept is a distraction’